Atticus Wealth Management, LLC
- SEC CIK
- 0001800234
- 最新申報
- 2026/7/15
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/15 申報。只含多頭部位。
- 持股檔數
- 351
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.10 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 83,413 | $3,306 萬 | 15.7% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 134,684 | $736.4 萬 | 3.5% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 40,246 | $723.7 萬 | 3.4% | – | – | – |
| iShares Tr464288588 | MBS ETF | 65,098 | $705.8 萬 | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 56,548 | $690.7 萬 | 3.3% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 52,292 | $680.0 萬 | 3.2% | – | – | – |
| KOCoca Cola Co | Stock | 121,234 | $639.0 萬 | 3.0% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 26,736 | $590.7 萬 | 2.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 22,348 | $581.7 萬 | 2.8% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 42,647 | $566.4 萬 | 2.7% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 28,836 | $484.7 萬 | 2.3% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 38,571 | $450.3 萬 | 2.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 298,601 | $447.9 萬 | 2.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 18,521 | $436.7 萬 | 2.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,899 | $379.7 萬 | 1.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 43,427 | $329.5 萬 | 1.6% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 84,555 | $324.7 萬 | 1.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,299 | $306.3 萬 | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 938 | $290.2 萬 | 1.4% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 85,066 | $289.6 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 15,590 | $288.9 萬 | 1.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 8,841 | $269.9 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 49,495 | $264.0 萬 | 1.3% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 32,451 | $237.9 萬 | 1.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,813 | $232.6 萬 | 1.1% | – | – | – |
| ORealty Income Corp | REIT | 31,929 | $202.7 萬 | 1.0% | – | – | 歷史 |
| MPTMedical Properties Trust Inc | COM | 93,436 | $198.9 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 22,757 | $198.4 萬 | 0.9% | – | – | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 33,547 | $186.0 萬 | 0.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 891 | $183.8 萬 | 0.9% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 4,755 | $170.5 萬 | 0.8% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 17,186 | $169.2 萬 | 0.8% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 16,359 | $167.0 萬 | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 8,580 | $158.3 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 20,001 | $151.2 萬 | 0.7% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,211 | $151.1 萬 | 0.7% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 2,050 | $133.6 萬 | 0.6% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 22,470 | $131.0 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,051 | $115.9 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,400 | $110.9 萬 | 0.5% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,244 | $103.1 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,541 | $96.2 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,917 | $93.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 4,340 | $93.1 萬 | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 2,557 | $91.0 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,662 | $79.0 萬 | 0.4% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,235 | $76.7 萬 | 0.4% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,067 | $72.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,737 | $72.1 萬 | 0.3% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 9,099 | $70.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,647 | $67.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,716 | $65.7 萬 | 0.3% | – | – | – |
| NEMNEWMONT Corp | Stock | 10,807 | $65.1 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,640 | $61.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,800 | $59.0 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 1,120 | $58.4 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 5,277 | $57.7 萬 | 0.3% | – | – | – |
| VEEVVeeva Systems Inc | Stock | 1,980 | $51.7 萬 | 0.2% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 4,450 | $51.1 萬 | 0.2% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 6,295 | $49.6 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,665 | $49.0 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,306 | $48.9 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,978 | $47.7 萬 | 0.2% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,443 | $46.7 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 681 | $45.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,738 | $45.3 萬 | 0.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,121 | $44.2 萬 | 0.2% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 5,246 | $43.5 萬 | 0.2% | – | – | – |
| AMATApplied Materials Inc | Stock | 3,132 | $41.8 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 200 | $41.4 萬 | 0.2% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,950 | $41.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,143 | $40.0 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 13,035 | $39.5 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,755 | $39.3 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,933 | $38.7 萬 | 0.2% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,727 | $37.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,724 | $36.7 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,376 | $36.5 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,630 | $36.5 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 752 | $34.3 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,311 | $32.7 萬 | 0.2% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,263 | $32.7 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,119 | $32.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,420 | $31.5 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,971 | $30.0 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,138 | $29.9 萬 | 0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,051 | $29.6 萬 | 0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 1,551 | $28.6 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 4,425 | $28.3 萬 | 0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,410 | $28.3 萬 | 0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 985 | $26.1 萬 | 0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,032 | $25.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,657 | $24.7 萬 | 0.1% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,329 | $24.6 萬 | 0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 1,050 | $23.8 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,210 | $23.0 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 851 | $21.7 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 965 | $21.7 萬 | 0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,550 | $21.6 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,342 | $21.5 萬 | 0.1% | – | – | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Global Clean Energy ETF464288224 | ETF | – | $2.40 萬 |